Instantly share your grant progress with board members by downloading Instrumentl reports. The two types of reports currently available are Opportunity Report and Task Report.

To download any report, navigate to your Tracker and select the Download report button from the top right of your screen

From there, you’ll be prompted to select which report you would like to proceed with.

Opportunity Report

Quickly download a PDF or CSV/Excel report including all of the funding opportunity data in your Tracker.

You’ll be prompted to choose the Projects, Statuses and Date Range for your report. You’ll also have the option to include grants you have hidden from your matches, to show the grants you have reviewed and marked not good fits. When finished, click the Create report button.

From here, you’ll have the option to download your report as a PDF or CSV/Excel file.

This Opportunity Report will be ordered by fiscal year and include fields such as: Funder name, Funding Opportunity name, Deadline, Status, Amount, next Task, etc. Note that Opportunity Reports only show the very next upcoming task for that opportunity. If you’d like to see all upcoming Tasks, continue reading to learn how to pull a Task Report.

Pro Tip: PDF reports have clickable grant names that open a detailed funding opportunity page including the grant overview, eligibility information, and 990 data. Anyone can click into the grant name and access this data - even if they don’t have an Instrumentl account!

Task Report

Stay up to date on your grants’ action items by downloading a Task Report.

Select the projects for which you’d like to see tasks for and click the Create report button.

From there, you’ll be able to download a CSV/Excel file that will populate all tasks and their details for the associated projects. This will include fields such as: Kind of task, Task Description, Assignee, Collaborator, Due Date, Task completeness, etc.

The Task Report will download all tasks for the projects you selected, regardless of due date. If you want to customize this Task Report further, you can do that directly in Excel. For example, maybe you want to filter the report by Assignee or Kind of task. Just use the filtering options in Excel. :)

If you have any questions about Instrumentl reports, feel free to send us a message using the chat bubble or email us at [email protected].

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